Financial Concepts Unlimited, Inc. historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, Financial Concepts Unlimited, Inc. opened 1 positions, added to 22, reduced 2 and sold out of 0.
- Q2 2026: Stock SCHX; Country of operation —; Class ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2112099), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.
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